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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,440 | $111,535+24.1% | $105,223+31.6% | $137,256+0.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 18.31% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $10,186 | $3,939+158.6% | $3,689+176.1% | $4,156+145.1% |
| Participant deferral / active EE | $11,708 | $5,500+112.9% | $5,072+130.8% | $6,407+82.7% |
| Admin fee / account holder | $4,070 | $9,721-58.1% | $8,859-54.1% | $12,270-66.8% |